Behavioral SignalsEngagement LevelsPrimacy
Inside the infographic
01
Three levels you can drive — one you can’t
Access, Usage, and Expansion are behavioral. They respond to friction removed and next-best-actions surfaced. Primacy is different — it’s a decision the account holder makes, not a box you can check for them.
02
A signal and a move for every level
Each level comes with a concrete signal to watch (like days between account opening and enrollment) and a specific move to make (like putting the next usable action one tap away).
03
Why primacy is the number that matters
42% of highly engaged consumers hold six or more products with their primary institution. Only 3% of unengaged consumers do. The infographic shows what separates the two.
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